See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,075 | $67,606+34.7% | $82,313+10.6% | $70,131+29.9% |
| Participation rate | 91.2% | 72.8%+18.4pp | 76.9%+14.3pp | 69.5%+21.6pp |
| Annual return | 17.87% | 21.57%-3.7pp | 25.88%-8.0pp | 73.14%-55.3pp |
| Employer contribution / active EE | $4,078 | $1,755+132.4% | $2,428+68.0% | $2,342+74.1% |
| Participant deferral / active EE | $7,423 | $2,987+148.5% | $3,706+100.3% | $3,332+122.8% |
| Admin fee / account holder | $131 | $4,512-97.1% | $5,608-97.7% | $4,645-97.2% |